SWA
Sax Wealth Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
12,500
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $236K | Hold |
12,500
| – | – | 0.02% | 327 |
|
|
2024
Q4 | $240K | Hold |
12,500
| – | – | 0.02% | 299 |
|
|
2024
Q3 | $246K | Hold |
12,500
| – | – | 0.02% | 251 |
|
|
2024
Q2 | $235K | Buy |
+12,500
| New | +$235K | 0.02% | 246 |
|